PW

PUREfi Wealth Portfolio holdings

AUM $130M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.85M
3
+$3.64M
4
AAPL icon
Apple
AAPL
+$3.55M
5
AMZN icon
Amazon
AMZN
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.67%
2 Healthcare 12.51%
3 Consumer Discretionary 6.6%
4 Consumer Staples 6.54%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$365K 0.36%
+4,259
77
$365K 0.36%
+4,810
78
$359K 0.35%
+2,360
79
$356K 0.35%
+5,900
80
$350K 0.34%
+4,629
81
$344K 0.34%
+375
82
$342K 0.33%
+1,846
83
$340K 0.33%
+8,508
84
$339K 0.33%
+1,598
85
$337K 0.33%
+320
86
$333K 0.33%
+5,030
87
$328K 0.32%
+5,331
88
$325K 0.32%
+4,544
89
$322K 0.31%
+536
90
$321K 0.31%
+4,327
91
$320K 0.31%
+2,212
92
$318K 0.31%
+6,641
93
$315K 0.31%
+1,376
94
$312K 0.31%
+3,139
95
$307K 0.3%
+1,097
96
$307K 0.3%
+8,700
97
$306K 0.3%
+2,338
98
$304K 0.3%
+2,250
99
$300K 0.29%
+520
100
$299K 0.29%
+336
2 3
4
5 6